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PIMCO RAE PLUS Instl PXTIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See PIMCO Investment Hub

Morningstar’s Analysis PXTIX

Will PXTIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PXTIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PXTIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PXTIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An innovative approach.

Associate Director Emory Zink

Emory Zink

Associate Director

Summary

Shrewd portfolio managers, expansive resources, and sharp implementation benefit the various offerings under the PIMCO StocksPLUS strategy umbrella, as well as the RAE Plus version. Still, the structure in place is unconventional and faces challenges during atypical market environments.

by Emory Zink
Rated on Published on

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